Investor Services Specialist
Standish Management
$58,000 - $61,000 / year
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Description
Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.
Responsibilities:
- Respond to client and investor requests including but not limited to:
- Granting access to the investor portal
- Updating investor information
- Assisting with new investor onboarding
- Financial information questions
- Assist with completing audit documents
- Assist with ad-hoc projects such as:
- Financial and Tax reporting
- Capital call and distribution tracking
- Wire preparation
- Compile and organize investor CRM information with updated and accurate client information
- Communicate and provide information to the technology team to set up client portals
- Run Anti-Money Laundering (AML) reports and update AML database as needed
- Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
- Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
- Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
- Responsibly secure and handle sensitive financial and personal datea
- Maintain dialogue and build relationships with client personnel and investors (LPs)
Qualifications and Experience:
- Bachelor’s Degree required
- Experience in a client-oriented office environment, preferably in a related industry
- Proficiency in Microsoft Office applications, particularly Excel and Outlook
- Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
- Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
- Proven ability to manage competing priorities and deadlines
- Ability to effectively communicate to team members
- Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
Benefits:
- Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
- Comprehensive disability/maternity and paternity plans
- 401K
- Flexible Vacation Plan
- Sick Time Accrual Plan
- Standard holidays along with year-end office closure
- A flexible work environment for all employees
Compensation Range: $58,000 - $61,000 annually
*Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.
Benefits
- health insurance
- vision insurance
- 401(k)
- parental leave
- life insurance
About this role
Standish Management is seeking an Investor Services Specialist to support its fund administration operations for private equity, venture capital, real estate, and fund-of-funds clients. In this client-facing role, you would handle investor portal access and onboarding, respond to financial and administrative inquiries from clients and their investors, prepare audit documentation, and manage AML compliance reporting. You'd also coordinate with internal teams on ad-hoc projects ranging from capital call tracking to wire preparation, while maintaining accurate investor records in the firm's CRM system.
The position suits someone with a bachelor's degree and prior experience in a client services or office environment, ideally within finance or a related industry. You'll need strong Excel and Outlook skills, attention to detail, and the ability to juggle competing priorities while communicating clearly across teams and with senior personnel. The role emphasizes both relationship-building with external clients and collaborative support for internal engagement and onboarding teams.
Standish offers comprehensive health benefits, retirement planning, disability and parental leave coverage, and a flexible vacation policy. The position is full-time and based in Boston, with a salary range of $58,000 to $61,000.
How this employer is doing
solid
- Expanding
In the news
Standish Management Expands Technology Ecosystem with DataSnipper's Agentic Platform, PR Newswire
This role's local market on JobMinglr
Pay for this role
$58,000 to $61,000 per year
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